Automation · Case study
Form-to-Reply Lead Nurture Workflow
A lead-nurture workflow that follows up every form submission by email and SMS, then branches based on whether the lead replied.
- Category
- Automation
- 2channels in the first touch: email and SMS
The challenge
New form leads need a fast, multi-channel first touch — and what happens next should depend on whether they engage.
My role
Designed and built the nurture logic and branching.
How the system works
- 01Trigger: form submitted
- 02Send email
- 03Send SMS
- 04Wait
- 05Condition: did the contact reply?
- 06Replied → add to the next workflow · Didn’t reply → add to a re-engagement workflow
Inside the build
-
Workflow builder
The service behind this result
Workflow Automation & Lead Nurturing
I map your customer journey and build the workflows behind it: multi-step nurture sequences, stage-based triggers, internal task assignment and re-engagement campaigns for leads that went quiet.
What this kind of build typically includes
- Customer-journey map and automation plan
- Multi-channel nurture sequences (SMS, email, WhatsApp, voicemail drops)
- Stage-change triggers and team task automation
- Dormant-lead reactivation campaigns
